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Michael A. Gayed, CFA
leadlagreport.bsky.social
did:plc:juectsagu4s5sptwbkk6h45z
In 2025 alone, Meta, Alphabet, Amazon, and Microsoft are forecast to spend upwards of $400 billion in capital expenditures, primarily on building out AI data centers to support the booming technology.
2025-08-31T15:43:06.107Z